Distributions

/Tag: Distributions

Hardships Get a Little Easier

Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is particularly notable.

2018-11-12T12:03:47+00:00November 12th, 2018|Categories: Newsletters/Bulletins|Tags: , , , , , , |Comments Off on Hardships Get a Little Easier

Navigating Distributions

The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent hurricanes and wildfires. Whatever the reason, participant distributions present a complex set of rules for Plan Sponsors to navigate.

2018-02-01T15:24:35+00:00February 1st, 2018|Categories: Newsletters/Bulletins|Tags: , , , , , |Comments Off on Navigating Distributions